Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Patrick Eismon is a financial advisor with Lincoln Investment and Capital Analysts. James is a registered representative and investment advisor in Ohio. He is also licensed in 14 other states including Pennsylvania. James has been working in the financial industry since 1998. James has a wide range of experience in the financial services industry, including experience with both retail and institutional clients. James has a Certified Financial Planner designation.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
PA
05/17/2024 - Present
Lincoln Investment (Fort Washington PA)
OH
04/09/1999 - 05/20/2024
VALIC FINANCIAL ADVISORS, INC. (INDEPENDENCE OH)
TX
11/20/2000 - 12/31/2001
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
FL
04/09/1999 - 03/08/2000
PUBLIC EMPLOYEES EQUITIES SERVICES COMPANY (PALM BEACH GARDENS FL)
WI
09/08/1998 - 01/18/1999
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
WI
11/04/1998 - 11/20/1998
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BOTH
Issued 10/12/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/24/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/28/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/22/2000
Series 7 - General Securities Representative Examination
BC
Issued 09/04/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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